Congress Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.6M | Hold |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $2.71M | Sell |
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|
2022
Q2 | $2.84M | Sell |
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|
2022
Q1 | $3.35M | Sell |
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|
2021
Q4 | $3.38M | Buy |
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